Information from the proposal and customer page can be auto-populated to your documents straight from the Solo Platform. See the following information for what's available to pull.
Adders
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Adder names and prices
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Adders separated by comma
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ex: LED, Nest Therm, Monitor, Security System
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Total cost of adders
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*Documents can also be sent based on a specific adder if the adder is applied to the proposal
Company Information
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Company name as shown in Solo
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Company Contact information
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Sales rep license number
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Sales rep phone number
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Customer Information
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Customer Name
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Phone Number
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Email Address
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Street Address
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City
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County
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State
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Zip code
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Full Address
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ex: 123 Fake st, Lehi, Ut, 84042
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Solo customer ID
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Solo proposal ID
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Solo proposal URL
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Lead number
- Rescission date (used for 5 day right to cancel)
Co-signer Information
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Co-signer Name
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Email address
Design Elements & Production
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Cardinal direction
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Azimuth
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Tilt
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System Size in DC, AC, or Watts
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Number of inverters
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Number of modules
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Number of Batteries
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Offset
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Estimated 25 year production
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First Year production
Equipment
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Battery manufacturer
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Battery model
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Inverter
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Inverter brand
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Inverter model
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Panel
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Panel brand
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Panel model
Finance Information
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Price per kWh
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Lender name
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Loan amount
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APR%
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Loan term months
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Loan term years
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Promotional period payment
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Standard payment with incentives applied
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Standard payment without incentives
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Total installed system price
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Down Payment
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Federal Tax Credit
Utility Information
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Utility account holder name
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Utility account holder email address
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Utility account number
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Customer's historic utility bill cost (pre solar)
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Customer's historic energy consumption (pre solar)
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Utility company
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Utility incentives
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Utility meter number
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Average utility bill
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Estimated lifetime savings for going Solar
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Cost of post solar utility bill
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State Incentives